Client Retention and Rebooking Tracker

Measure what happens after the appointment. Log completed visits, due dates, immediate rebooking, return dates and contact permission, then review rebooking rate, return rate, average time to return and overdue follow-ups. The separate follow-up view helps the owner plan appropriate contact without treating every due date as permission to market. Includes a printable, write-in PDF companion with plain-English instructions and space to work through the same decision by hand. Download contains both the Excel workbook and PDF in a ZIP file. Use Excel on a laptop for full formulas; compatible spreadsheet apps on Android and iOS can open the workbook, though some features may vary. The PDF can be printed or viewed on any device. Business planning aid only; seek relevant legal, financial or tax advice where needed.